Disclosure Information.

Licensing Information

Financial Matrix Limited (FSP1000966), (Financial Matrix Limited, FML, we, our, us) is a Financial Advice Provider (FAP) and is able to provide a financial advice service under our full FAP licence (Class 1), as approved by the Financial Markets Authority (FMA) on 20 March 2023.

Our financial adviser is Andrew Smits (FSP1004282), director of Financial Matrix Limited.

There are no special licence conditions imposed.

You can check these details on the public Financial Service Providers Register: Financial Matrix Limited (FSP1000966) and Andrew Smits (FSP1004282).

Complaints

If you are unhappy with any part of our service, please let us know as soon as possible so we can make it right. You can contact us by phone on 027 223 7762, by email at hello@financialmatrix.co.nz, or in writing to:

Complaints Officer
Financial Matrix Limited
94A Wiroa Road
Kerikeri

Our full process is set out in our Dispute Handling & Complaints Process.

If we cannot resolve your complaint, you can refer it free of charge to our external dispute resolution scheme, Financial Services Complaints Limited (FSCL) – a Financial Ombudsman Service: fscl.org.nz.

At this time we are re-establishing our Insurance Partners and the new disclosure document will be available once these are finalised. Please get in contact if you would like to request any information.

- Updated 05 July 2023 -